deflation

The latest interview with Max Keiser this past Friday talking a bit about credit writedowns, real estate and trying to avoid another leg down. The video conversation is in three parts. Enjoy.

The Credit Writedowns Interview with President Bill Clinton: Report on a blogger meeting with former President Bill Clinton and what his views say about the agenda for Democrats and the Obama Administration. Hugh Hendry interview on…

The following is an excerpt of David Rosenberg's Monday Breakfast with Dave missive. INVESTMENT STRATEGY IN A DEFLATIONARY ENVIRONMENT Focus on safe yield: High-quality corporates (non-cyclical, high cash reserves, minimal refinancing…

Here's my initial reaction to Fred Sheehan's last post on Bernanke: inflation in goods, deflation in assets. I think this is something that Fred got into in one of his previous posts. Inflation versus deflation discussions are the…

by Gary Shilling Investor attitudes have reversed abruptly in recent months. As late as last March, most translated the year-long robust rise in stocks, foreign currencies, commodities and the weakness in Treasury bonds that had commenced…

A great article in this past weekend's Washington Post highlighted many of the major issues affecting the US housing market and most of those issues point to lower house prices.  In particular, the self-reinforcing psychology of…

Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession (McGraw-Hill, 2009). Inflation versus deflation discussions are the rule for columnists,…

Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession (McGraw-Hill, 2009). The incessant debate of whether the economy is inflating or deflating…

By Comstock Partners The Fed tried to thread a needle and ended up satisfying nobody. They confirmed to all the doubters that the economy was indeed weak and that they really couldn't do much about it without resorting to completely…

By Jeff Clark, Senior Editor, Casey’s Gold & Resource Report The talk of a possible double dip is now common banter on TV investment programs. And indeed, deflationary forces seem to have the stronger grip right now than inflationary…